Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAROL NAGY5+ years Filed as: CAROL KAMINSKI Service code 30 · EIN 43-1240518 | Employee (plan) | $79,823 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $37,669 |
CONGRESS ASSET MANAGEMENT2 years Filed as: CONGRESS ASSET MGMT COMPANY Service code 27 2 SEAPORT LANE · BOSTON, MA 02210 | Advisory (Plan) | $37,481 |
EKON BENEFITS5+ years Service code 11 · EIN 43-1317863 | Actuarial | $30,300 |
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET STE. 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $27,967 |
ENTERPRISE BANK & TRUST2 years Filed as: ENTERPRISE TRUST COMPANY Service code 28 · EIN 43-1472619 150 N. MERAMEC, SUITE 600 · CLAYTON, MO 63105 | Investment Management | $14,872 |
Filed as: SPECTOR WOLFE MCLAUGHLIN LLC Service code 29 · EIN 43-1718339 | Legal | $10,189 |
Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $5,704 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 6.60% | 6.95%-0.3pp | 8.01%-1.4pp | 627.08%-620.5pp |
| Employer contribution / active EE | $12,904 | $11,635+10.9% | $29,475-56.2% | $18,824-31.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |